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Second Half Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Second Half Financial Partners’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,458
Closed -$547K – 111
2024
Q3 		$547K Buy
5,458
+308
+6% +$28.8K 0.29% 53
2024
Q2 		$470K Buy
+5,150
New +$458K 0.38% 25

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Second Half Financial Partners's XLY Position: Q4 2024 in Review

Second Half Financial Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 5,458 shares — an estimated $547K sold.

Second Half Financial Partners first reported a position in XLY in Q2 2024 and held it in 2 quarters. The position peaked at $547K in Q3 2024. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

  • Second Half Financial Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 5,458 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $547K.
  • Second Half Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • Second Half Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $547K in Q3 2024.
  • 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.